Leadership Team

Alex Bishop

Alex Bishop’s professional journey is marked by a series of impactful achievements Advisor to National Chief Woodhouse on Economic Reconciliation. Spearheaded the establishment of The National Indigenous Economic Institute, dedicated to fostering economic empowerment within Indigenous communities. Provided strategic advisory services to numerous First Nations Chiefs and Councils, facilitating informed decision-making and sustainable development. Instrumental in the formation of First Nation Economic Development Corporations, driving economic growth and self-sufficiency initiatives. Championed the creation of a $200 million governmental fund for Naloxone distribution, advocating for public health under administrations of both Premier Wynne and Premier Ford. Facilitated effective dialogue between the Province of Ontario and its largest union, averting potential work disruptions province wide. Innovated a marketing model, now an industry standard in the healthcare sector, enhancing brand visibility and market penetration. Designed and implemented a tailored Information Technology program to support rapid company expansion. Co-authored a Mental Health toolkit with esteemed professionals, Dr. Tatijana Busic, Dr. Amanda Tobe, and Dr. Carlos Davidovich, providing invaluable resources for mental health support. Spearheaded the launch of a Human Capital Management Company with a focus on change management, addressing organizational needs with agility and foresight. Demonstrated prowess in fundraising, securing over $1 billion in equity capital for various ventures. Orchestrated a diverse bid for National Hockey League Ownership for the Ottawa Senators, showcasing inclusivity and innovation through partnerships with Dragons Den, First Nations, and the Neko Sparks Group.

Bobby Anand BComm CPA,CA,CFA

Bobby Anand is a seasoned finance professional with over 30 years of experience working with mid-market companies in North America, the UK and Europe. Bobby has held senior positions with the asset-based lending businesses of Wells Fargo in Toronto and Bank of America in London, UK, as well as with Canadian private debt funds (Bridging Finance, Waygar Capital and Enlightened Capital).

Bobby has a passion and a track record for working with mid-market companies to find innovative financing solutions necessary to achieve their objectives. Key strengths include the ability and tenacity to execute transactions from cradle to grave and building consensus among decision makers to achieve results.  Versatile skillset ranges from new business development to underwriting and portfolio management.

Bobby has an Honours Bachelor of Commerce from the University of Toronto, is a Chartered Professional Accountant and Chartered Financial Analyst. Bobby is a former board member and membership chairperson of ACG Toronto and presently active with the Diversity Committee.

Peter Ritchie CPA, CA, CBV

Peter is an accomplished strategic finance leader with over 20 years of experience focused on the design and execution of strategic and tactical business initiatives that add shareholder value.  Peter’s competencies include business valuations, financial modeling, acquisition due diligence, overall transaction advisory assistance and corporate performance analytics.

Prior to joining the Concierge Group, Peter was a HIVE Advisor with HIVE Advisory Inc. in which he led the business valuations practice.   In this role Peter lead cross functional teams in the valuation of publicly traded companies in the mining, refining and cryptocurrency sectors. Peter was the Chief Financial Officer of Tracker Networks, an enterprise risk management software company.  Prior to that, Peter was the Chief Financial Officer of Citigroup Finance Canada Inc. and Controller of CitiCards Canada Inc. which operated Citigroup’s Canadian consumer finance business.  Peter was also the Treasurer of Algonquin Power where his responsibilities included financing, modelling of electricity generating facilities and acquisitions.

Peter spent the early part of his career working in the Corporate Finance practices of Deloitte and PricewaterhouseCoopers. 

Team and Leadership

Led by seasoned professionals, our team brings a wealth of experience across various financial disciplines, including investment management, risk assessment, financial planning, and corporate finance. With a deep understanding of global markets and emerging trends, we are committed to delivering tailored financial solutions that meet the unique needs of our clients. Our diverse expertise enables us to navigate complex financial landscapes with precision and foresight. Whether advising individuals or businesses, we prioritize building long-term relationships founded on trust, integrity, and performance. Through our strategic approach, we aim to help clients achieve sustainable financial growth and success.